Bulk Payment - and discounts

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  • Updated 5 years ago
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Hi, we are about to introduce a new payment. If you buy a "book of 12" appointments you will receive a 10% discount. I'm wondering what would be the best way to put this into Front Desk. Does anyone all ready do this? Or something like this? Many thanks. 
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Rebecca Keating

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Posted 5 years ago

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Photo of Lin


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We have a Pilates "10" pack.  We receipt the payment as an unallocated payment and then each class in receipted against this and a receipt given to the client for claiming with their health fund.  If anyone has a better system I would appreciate hearing about it.  Thanks.  Sorry forgot to add that when we receipt the payment at the time of the class it is receipted against the unallocated payment  at the reduced rate i.e. $27.50 instead of $35 so that is how we account for the discount.  
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Hi there
We do the same as you Lin, and then we code the class with an * so it is discounted as opposed to those that pay full price and pay as they go. We also keep a manual record of the unallocated payments for systemisation in to our accounting software.
Would also appreciate hearing any other ideas...
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Timothy, Business Care Manager

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One suggestion is to create a new fee category called 'Package Plan' that can be assigned to patients who are purchasing appointments upfront in "packs": 

On appropriate item codes, set the discounted rate as desired next to the Package Plan fee category: 

For the relevant patients, make sure the fee category is selected as Package Plan:


When billing item codes, patients with the Package Plan fee category on their account will now be billed at the discounted rate.

If you’re taking upfront payment for all classes, this will first need to be added via the payment menu as an unallocated credit. 

When processing on the day of service, where necessary, process a health fund benefit. Any outstanding/gap amounts should be deducted from the unallocated credit field:

A treatment plan can of course be used to track how many times the item has been billed to the patient:

Note that Health Funds will not pay a benefits for ‘12 x Consult’ as a single item, so they will need to be billed individually, generally on the day of the consultation.

For advanced users:

If you’re not comfortable setting the fee category to Package Plan for the entire patient file, you can look at creating a separate account with its own fee category that you bill items purchased in bulk to.

On the patient’s file, go to the Billing Details tab.

Click New Acc. and give it a description – in this case I'm using Package Plan:

Click Advanced and set the Package Plan fee category:


When accepting unallocated credits and when billing you will need to ensure you are selecting the Package Plan account: 

To minimise error, you can also set the Package Plan account as the default account to bill to by right clicking the tab in Billing Details and selecting properties:


In addition, you can assign an individual treatment plan to the Package Plan account by first selecting that tab for the account and then selecting treatment plan on the billing details tab.
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Rebecca Keating

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Thank you Tim that's GREAT!